Roshni Barmi

Investment Assistant

Roshni entered the financial services industry in 2023 and joined Granville West Group in 2025. She brings over seven years of experience in client service, operations, and investment administration. Driven by a passion to make a meaningful difference in people’s lives, Roshni is dedicated to guiding clients toward the power of compounding and nurturing long-term relationships with clients.

She holds a Bachelor’s and a Master of Commerce from India, has passed the FRM exam from GARP, and is steadily working toward earning her charter holder designation. She has also completed the Canadian Securities Course (CSC) and is currently pursuing the CFA designation.

Outside the office, Roshni thrives on staying active—you’ll often find her at the fitness centre or badminton court. She has a soft spot for motivational books and inspiring documentaries, always on the lookout for stories that spark new energy and insight.

Education:
Bachelor of Commerce, 2015
Master of Commerce, 2017
Financial Risk Manager (Charter pending), GARP, 2023
CFA Level I (passed), 2024
Canadian Securities Course (CSC), 2023
Conduct and Practices Handbook Course (CPH), 2025

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